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Manage your finances creating your empanada of success

Are you ready to manage your finances and make smart decisions about your wealth for once and for all? Our contributor Aquiles Larrea from Larrea Wealth Management has announced the launch of his book Your Money and You: The Ultimate Guide to Wealth Management for Latino Entrepreneurs and Executives, the definitive resource for Latino business owners and professionals looking to make smart decisions about their wealth.

Aquiles Larrea manage your finances

Find Aquiles Larrea book signing event at 2016 LatinasinBusiness.us Best Business Awards.

Written by experienced wealth manager Aquiles Larrea, the book gives readers a framework for coordinating their entire financial lives that empowers them to:

1. Solve their biggest financial challenges

2. Capture new financial opportunities

3. Position their wealth to build the life they truly want for themselves and their families.

Main challenges Latinos confront in wealth management

Confronting many challenges, successful Latinos and their families share numerous financial concerns and goals today such as growing and preserving wealth to meet life’s most important goals and achieve financial freedom and independence.

“For those purposes, gaining the knowledge and confidence to manage your finances effectively and maximize the positive impact they can have on family and community is instrumental. Better yet if they are guided by a team of professionals that Latinos can trust and that speak their own ‘language,’ not only in terms of mother tongue but also culturally,” Aquiles said.

The accomplished financial expert believes that most Latino entrepreneurs and executives have been building successful businesses that thrive for years—and generations—to come. “Do they want to see their effort gone or do they prefer to transfer such wealth safely to heirs to ensure that loved ones have a strong financial foundation on which to build meaningful lives?” he asked.

Finally, Aquiles believes that knowledge can help them protect such wealth from those who would take it unjustly. “You can manage your finances to make a difference in the lives of family, friends, community and the world at large, values that are very important to all Latinos,” he added.

A comprehensive approach to manage your finances

Aquiles Larrea manage your finances

Buy this book now by clicking on the image!

Addressing these many and diverse issues requires a comprehensive approach—one that brings together a broad range of resources and expertise to coordinate all the strategies that must work together to build true, meaningful and lasting financial success.

That approach is comprehensive wealth management—a framework for making smart financial decisions that consists of three key components:

  1. Investment Consulting—investing assets to achieve the growth and preservation needed to reach key financial goals.
  2. Advanced Planning—solving the most important non-investment objectives, including reducing taxes, passing wealth on to heirs, safeguarding assets and having a charitable impact.
  3. Relationship Management—assembling and managing a network of experts to help create and oversee a wealth management plan for financial success.

“There’s no question that comprehensive wealth management stands in stark contrast to how the vast majority of Latino entrepreneurs and executives—as well as most financial professionals—make decisions about the most important aspects of their financial lives,” Aquiles said. “This book and our team are ready to help you make this change happen!”

Armed with the information, insights and strategies outlined in Your Money and You: The Ultimate Guide to Wealth Management for Latino Entrepreneurs and Executives, successful Latinos and their families will find themselves better able than ever before to build, preserve, protect and leverage the wealth they have worked so hard to create.

Leave a comment for Aquiles Larrea and congratulate him for his book!

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Inner peace water Lily flower

A Latina entrepreneur coaches others in the path of self discovery

Fortuna Alcocer profile

Fortuna Alcocer, School Of Prosperity Shri Sama LLC

Fortuna Alcocer is an International Coach and Master Business Coach with NLP (Coach Internacional y Master Coach de Negocios con PN). She is the Owner & Director of School Of Prosperity Shri Sama LLC and the Owner and Director of Escuela de Empresarios Multinivel Exitosos. She was awarded the 2015 LatinasInBusiness.us Best Business Award.

 

I’m Tula Alcocer, Fortuna, for you, an expert at coaching individuals bloom their Inner Self.

A happy Peruvian woman, a mom of two kids, a linguist, a personal and a Master business neuro-coach, a mentor and a professional speaker that loves to inspire, listen, guide, educate and empower entrepreneurs to manage personal inner issues that prevent them to achieve their expectations in life and business.

I’m the owner of School Of Prosperity Shri Sama LLC, with a mission to provide proper knowledge and right guidance to entrepreneurs and small/medium-sized business owners who want to increase their productivity and leadership.

I am an entrepreneur since I was 14 years old. I started my entrepreneurial journey in the United States after the birth of my second child for three reasons:

  1. To accomplish my purpose in life. Entrepreneurship gives me the opportunity to use my talents, gifts and abilities to serve humanity.
  2. To enjoy freedom. For me, freedom is one of the most important values that every human being must enjoy. Entrepreneurship gives us the opportunity to accomplish it.
  3. For the satisfaction of being a mom raising her kids personally. Spending quality time with my kids, taking care of them is very rewarding and enjoyable. I accomplish this goal through entrepreneurship.

I realized that most entrepreneurs in the Hispanic community looking for prosperity end up with a life full of stress, frustration and dissatisfaction. They follow the wrong formula due to lack of proper knowledge and guidance. In fact, I was one of them. Even though I was successful in my network marketing business, my personal life was a real mess. After I received the proper education and mentoring, my life and business changed forever.

Fortuna Alcocer winner 2015 LatinasInBusiness.us Best Business Award 2015

Fortuna Alcocer winner 2015 LatinasInBusiness.us Best Business Award 2015

 

In 2009 I created the ACFA program for network marketing entrepreneurs. After a while, I realized that most of the personal, business and marketing strategies that I was sharing with them could be applied to entrepreneurs from other industries. So, in December of 2010 I decided to expand my services to local business small/medium-sized business owners in New Jersey with the vision that all entrepreneurs receive proper knowledge and guidance delivered in their Spanish native language so they increase their productivity and leadership.

In the first days of 2011, my life suddenly turned upside down leaving me in a homeless situation with no money and the only parent to support my two kids. It was a tough time. However, it was a blessing because it led me to self-realization.

I remember everybody saying that I was crazy thinking about starting a business in New Jersey in such adverse circumstances. Most people told me to look for a job. I thought to myself, however, “It is time to create my own company.” That’s what I did and I am so happy. I love what I do. How can’t I be successful?

Inner peace School of ProsperityMy first obstacle was the lack of knowledge and guidance. I didn’t know how to start my business and I didn’t know who could help me. I overcame this situation by taking entrepreneurial classes.

Then, I had no money for marketing purposes so I decided to create an online marketing strategy for my business, cut off unnecessary personal and business expenses and focus on what was really productive.

I also had to confront the lack of family support so I learned to balance my personal and entrepreneurial life by prioritizing tasks, managing my time and delegating. I created a very supportive community at home. I didn’t want to be a Super Woman, just a happy mom and a happy person.

Having a positive attitude, thinking big, keeping focused, going small, being faithful, organized and persistent are the strengths that helped me to move forward with my business.

I consider myself a person with a very positive attitude. I start my days with gratitude. I have faith that things will happen. I have a clear vision of what I want and where I’m going, and I never give up. I achieve my goals step by step with patience and enthusiasm. I organize my time with a weekly schedule for my business, my kids and myself.

School of prosperity banner

To those starting their own business, I recommend to:

Go ahead! Stop thinking. The only right time to start something is Now!

  • Use your brain:
    • Define ‘Why’ (values, not reasons) you want to start your business. Values are your source of self-motivation. Build your business on the foundation of self-motivation. Don’t wait others to motivate you.
    • Create a positive entrepreneurial mindset and attitude. You are the only responsible for your success. Believe in yourself!
    • Stay focused and manage your emotions that hold you back.
    • Educate about the business you want to start. Get the basics of the industry you want to work in. Knowledge matters!
  • Use your heart:
    • Feel passionate about what you do. Don’t think how much money you will earn. But how many people you will serve instead.
    • Use your talents, gifts and abilities to serve humanity. Living on purpose matters!
  • Use your hands:
    • Hold a mentor and a coach’s hand. You are not alone. There are people out there willing to guide you along your journey. Hold on to one!
    • Shake hands with positive people.
  • Use your feet:
    • Walk step by step. Take congruent and consistent actions until you accomplish your goals.
    • Dance, jump and celebrate your goals. Reward yourself. Never give up!

 

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Sigueme en/Follow Me Twitter

Leeme y Suscribete/Read me & Suscribe Blog

Aquiles Larrea profile

Aquiles Larrea Jr. wealth management coach and contributor

Aquiles Larrea profileWelcome to our new coach and contributor Aquiles Larrea Jr. AIF®, who operates as the personal CFO for successful Latino and Latina executives and entrepreneurs allowing them to pursue their passion and purpose-filled life on their own terms.

Having witnessed his mother’s true-life challenges after she was laid off from a downsizing in the garment industry, Aquiles decided to go into wealth management to help others make smart financial decisions.

For the last 20 years, he has enjoyed helping clients transform their professional and personal lives through his unique wealth management systems and processes.

In 2002, Aquiles started his own independent firm, Larrea Wealth Management with the belief that providing private clients with a simple, elegant experience and a highly skilled team of experts could help them and their loved ones achieve new levels of accomplishment.

Aquiles put himself through college and earned a BS from St. John’s University. He also has a huge passion for Karate. He holds a Third-Degree black-belt in Shotokan Karate and was a member of the US World Cup Karate Team.

Aquiles lives in Manhattan with his wife, Rosabelle, and their two kids, Aquiles Jr. and Alexandria.

Aquiles Larrea Jr. AIF® may be reached at 212-390-8918 or Aq@larreawealth.com.